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Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

155 hedge funds and large institutions have $685M invested in Invesco S&P MidCap Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
155
Holders Change
+2
Holders Change %
+1.31%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
65
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$148M
2
SL
2
Systelligence LLC
Minnesota
$12.1M
3
LPL Financial
3
LPL Financial
California
$97.7M
4
LFAS
4
Level Four Advisory Services
Texas
$4.39M
5
FIA
5
Foundations Investment Advisors
Arizona
$2.19M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.63M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$9.72M
3
Wells Fargo
3
Wells Fargo
California
$33.1M
4
RL
4
Retireful LLC
Michigan
$0
5
HNB
5
Huntington National Bank
Ohio
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
151
Baystate Wealth Management
Massachusetts
$4.04K 50 – –
GWSG
152
GPS Wealth Strategies Group
Colorado
$4.03K 50 – –
CWP
153
Concord Wealth Partners
Virginia
$3.46K 43 – –
OIA
154
Optimum Investment Advisors
Illinois
$3.38K 42 – –
NL
155
NVWM LLC
Pennsylvania
$1.37K 17 – –
TAM
156
Tucker Asset Management
Colorado
$966 12 +12 New
RL
157
Retireful LLC
Michigan
– – -27,352 Closed
AWA
158
Arete Wealth Advisors
Illinois
– – -5,938 Closed
Citadel Advisors
159
Citadel Advisors
Florida
– – -5,925 Closed
APWA
160
Atlas Private Wealth Advisors
New Jersey
– – -5,333 Closed
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
– – -4,850 Closed
Marshall Wace
162
Marshall Wace
United Kingdom
– – -4,773 Closed
LSA
163
Lion Street Advisors
Texas
– – -4,627 Closed
TAIM
164
TD Ameritrade Investment Management
Nebraska
– – -3,442 Closed
IAN
165
Integrated Advisors Network
Texas
– – -2,730 Closed
TVAMP
166
Tennessee Valley Asset Management Partners
Tennessee
– – -2,630 Closed
DI
167
Disciplined Investments
Oklahoma
– – -487 Closed
PIAS
168
PCA Investment Advisory Services
Ohio
– – -379 Closed
CAL
169
Capital Analysts LLC
Pennsylvania
– – -148 Closed
VF
170
VitalStone Financial
Texas
– – -137 Closed
AssetMark Inc
171
AssetMark Inc
California
– – -126 Closed
RI
172
Ridgewood Investments
New Jersey
– – -120 Closed
GWMIA
173
Global Wealth Management Investment Advisory
Florida
– – -1 Closed
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